Longhand · working together
The client won't let you name them. Write the case study anyway.
Half the good work in this city sits under an NDA, a handshake, or a founder who would rather not be on your website. How to write it up so it still wins the next job.
“a leading player in the sector” is how you describe a client you have never met.
The work was good. You ask the client if you can write it up, and they say no. Sometimes the contract said no before you asked. So one of two things happens. The case study never gets written, and your best work of the year lives in a folder. Or it gets written as “A leading FMCG brand in Western India”, and every reader translates that as “they couldn't name anyone”, and reads the rest as fiction.
Both outcomes assume the name was the point. It wasn't.
What a prospect reads a case study for
The reader is deciding whether you can do their job. They want four things: what the problem was, what you did about it, why you did it that way, and what came of it. The client's name does one job in that list. It proves the story happened.
Most of the proof is in the detail. A named case study with no detail is a logo on a wall. An unnamed one with real detail is still a case study, and often a better one, because it had to earn belief instead of borrowing it.
Describe the client so a prospect recognises themselves
Replace “a leading player” with the shape of the business. “A third-generation jewellery store in Manek Chowk, about forty staff, no website until last year, most sales still across the counter.” Nothing in that sentence points at one shop. Everything in it tells a jeweller in Rajkot that this is about people like them.
Two tests. Would a prospect in the same trade think “that's us”? Could the client's nearest competitor guess who it is? You want yes, then no. If the second is a yes, take out one detail, usually the location. Then send the sentence to the client. Most who refused a logo will accept a description, because a description doesn't show up when someone Googles them.
Put the decisions in, because those are yours
The client owns their name. You own the reasons. A case study made of reasons needs no logo.
Nobody can embargo your thinking. Why you wrote the first mail with no offer in it. Why the headline went from eleven words about heritage to four about today's gold rate. Why you chose Gujarati for the bags and English for the website. What you cut, what the client fought to keep, and who turned out to be right.
If the client lets you show the work with the name covered, show it. If not, describe its shape: the length, the structure, the before and after in words. Three real decisions, explained, earn more trust than a logo and a line about a successful partnership.
Results, when you can't show the number
Often the problem isn't the name. The client will say who they are but not what it earned them, or the work is too new to know. Write what you can stand behind: what shipped, when, how many pieces, what changed in how the client works. If the honest answer is “too early to tell”, write that.
Our own case study for SELEQT does this. We could name the firm and very little else, and the programme was still running when the page went up, so the page says there are no numbers yet and that they will be added when there are, flattering or not. A weaker page than one with a result on it. A much stronger page than one with a result we made up, because the first time a prospect catches one rounded-up number, every other number on your website dies with it.
Ask small, and in order
“Can we name you?” gets a no, and most people stop there. Ask a ladder instead:
- Can we describe the business without naming it? Almost always yes.
- Can we show one piece of the work with the name blacked out? Usually yes.
- Can we quote you, by designation only? “Marketing head, a Surat textile exporter” is still a person, and how to ask for a quote that says something doesn't change without the name.
- Can we name you privately, to a serious prospect, on a call? Most clients who refuse the website say yes to this.
That last yes is worth a line on the page: “Named references on request.” Two phone numbers behind that line will close more work than a row of logos. A prospect who makes the call hears a real person say you were good.
Three lines to delete
“A leading” anything. “Due to confidentiality reasons we are unable to disclose.” “The client was extremely happy with the results.” The first says nothing, the second apologises for it, and the third is what every agency writes when there is no result to show. Apologising in copy sounds nervous, and a case study that apologises for its own gaps has told the reader where to look.
Instead: the one-sentence description, one plain line that the client asked not to be named, and then what happened.
Do this with the best job you can't name
Pick the strongest work you did this year that isn't on your website. Write the client in one sentence a prospect would recognise. List three decisions and why. Write what came of it, including “too early to say” if that is the truth. Then send the client the ladder, from the bottom rung.
You will end up with a page with no logo on it that does the job the logo was supposed to do.
Good work you can't put a name on?
Read next
More Longhand.
- Writing for doctors, lawyers and CAs without sounding like a pamphletMost professional websites list everything and explain nothing. How to write for the worried reader.
- What a brand voice is, with five you already recogniseIt isn't a list of adjectives. Five Indian brands you'd recognise with the logo covered, and how to write yours down in an afternoon.
- The Contact page: the last page before money, and the least writtenThe page where a visitor decides to spend money is usually a form and a map. What to write there instead.
- What a LinkedIn ghostwriter actually does, and can'tIt isn't writing posts for you. It's getting your opinions out of your head, in your voice, without the engagement bait.